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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Bernzott Capital Advisors (swap one in):+ Wwm Advisory Inc. $280.1M · Culver City, CA+ Victus Capital Wealth $280.1M · Santa Monica, CA+ Fischer Investment Strategies, LLC $251.9M · Westlake Village, CA+ Advanced Financial Strategies Inc $251.7M · Irvine, CA
Camarillo, CA
Millbrae, CA
Anaheim, CA
Assets under management$265.4M$280M$279.5M
Asset growth, last 2 years−15%+35%+120%
Advisory staff2210
Individual clients18450707
Assets per client$1.4M$5.6M$395K
Clients per advisor922571
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20222023
Tools in their stack–216
People on Advicer.bio3212

From each firm's latest Form ADV (Apr 2026, Aug 2026, Oct 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolBernzott Capital AdvisorsConquis Financial LLCMosley Wealth Management, Inc.
Digital Marketing
Levitate––Uses it
Mailchimp––Uses it
Snappy Kraken––Uses it
CRM
SS&C Black Diamond–Uses itUses it
Redtail––Uses it
Custodial Platform
Charles Schwab––Uses it
Vanguard–Uses it–
Client Data Gathering
Zocks––Uses it
Client File Sharing
Box––Uses it
Client Texting
MyRepChat––Uses it
Communications Archiving/Monitoring
Greenboard––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
eMoney––Uses it
Other
Advisor Armor––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Tax Planning
Holistiplan––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Bernzott Capital Advisors: Fidelity, Umb · Conquis Financial LLC: Schwab · Mosley Wealth Management, Inc.: Schwab